Process and support day-to-day accounts workflow including onboarding, maintenance, updates, and closures.
Fully own escheatment and abandoned property operations and monthly statement review.
Execute legacy cleanup and data hygiene projects to meet compliance requirements.
Alpaca is a US-headquartered global leader in agent-first brokerage infrastructure for stocks, ETFs, options, crypto, and more. With a team of over 400 globally distributed members, we foster a diverse and dynamic culture committed to open-source contributions and innovation.
Assist clients and broker partners by being the first point of contact on service needs and issues.
Process operational requests such as funds distributions, journals, account updates, and ACATs initiation.
Research and resolve client issues related to forms, transfers, and other operational items.
Alpaca is a US-headquartered, global leader in agent-first brokerage infrastructure for stocks, ETFs, options, crypto, fixed income, and 24/5 trading. The company is backed by $400 million in funding and has a global team of 400+ members.
Manage partner account conversions and migrations from start to finish.
Coordinate across compliance, product, and engineering teams to resolve gaps.
Develop and maintain repeatable playbooks for conversion and integration processes.
Alpaca is a US-headquartered global leader in agent-first brokerage infrastructure for stocks, ETFs, options, crypto, and more. The company has over 400 globally distributed team members and fosters a diverse, inclusive culture rooted in curiosity, empathy, and accountability.
Serve as a key operational point of contact for partner firms throughout inbound asset migration and account conversion activities.
Own the full migration lifecycle, from initial planning through execution, reconciliation, and issue resolution.
Build and maintain repeatable playbooks and workflows for migration and integration processes.
Our partner is a fast-growing financial technology company. They operate in a globally distributed, remote-first environment with a focus on brokerage operations.
Process daily incoming and outgoing ACATS transfers within industry timelines, validating client information and asset eligibility.
Handle communications with contra firms, transfer agents, and partner brokers to coordinate on rejections and documentation.
Partner with engineering to automate daily self-clearing workflows and drive continuous operational improvement.
Alpaca is a US-headquartered global leader in agent-first brokerage infrastructure for stocks, ETFs, options, crypto, fixed income, and more. With a diverse team of 400+ globally distributed members and $400 million in funding from top-tier investors, we are committed to open-source contributions and fostering a vibrant community.
Daily surveillance and operational tasks for trading and cash management.
Cryptocurrency trade execution monitoring and account management.
Support AML program and drive impactful changes across workflows.
Alpaca is a US-headquartered global leader in agent-first brokerage infrastructure for stocks, ETFs, options, crypto, fixed income, and more. They have a diverse team of 400+ members worldwide and are backed by $400 million in funding.